AIP
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Ameritas Investment Partners’s Equifax EFX Stock Holding History

Ameritas Investment Partners’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Sell
1,035
-45
-4% -$7.67K ﹤0.01% 1527
2026
Q1 		$194K Sell
1,080
-48
-4% -$9.53K 0.01% 1277
2025
Q4 		$245K Hold
1,128
– – 0.01% 1137
2025
Q3 		$289K Sell
1,128
-44
-4% -$11.1K 0.01% 1037
2025
Q2 		$304K Sell
1,172
-36
-3% -$9.16K 0.01% 1057
2025
Q1 		$294K Hold
1,208
– – 0.01% 1057
2024
Q4 		$308K Sell
1,208
-45
-4% -$12.1K 0.01% 1073
2024
Q3 		$368K Sell
1,253
-81
-6% -$22.8K 0.01% 965
2024
Q2 		$323K Hold
1,334
– – 0.01% 981
2024
Q1 		$357K Sell
1,334
-82
-6% -$20.9K 0.01% 944
2023
Q4 		$350K Hold
1,416
– – 0.01% 939
2023
Q3 		$259K Sell
1,416
-90
-6% -$18.4K 0.01% 1027
2023
Q2 		$354K Hold
1,506
– – 0.01% 875
2023
Q1 		$305K Hold
1,506
– – 0.01% 899
2022
Q4 		$335K Hold
1,506
– – 0.01% 887
2022
Q3 		$258K Sell
1,506
-93
-6% -$18.2K 0.01% 944
2022
Q2 		$292K Hold
1,599
– – 0.01% 901
2022
Q1 		$379K Hold
1,599
– – 0.01% 878
2021
Q4 		$468K Sell
1,599
-64
-4% -$17.8K 0.02% 827
2021
Q3 		$421K Hold
1,663
– – 0.02% 844
2021
Q2 		$398K Sell
1,663
-107
-6% -$23.9K 0.01% 857
2021
Q1 		$321K Hold
1,770
– – 0.01% 921
2020
Q4 		$341K Sell
1,770
-88
-5% -$14.8K 0.02% 874
2020
Q3 		$292K Sell
1,858
-118
-6% -$19.3K 0.01% 875
2020
Q2 		$340K Hold
1,976
– – 0.02% 815
2020
Q1 		$236K Sell
1,976
-149
-7% -$21.7K 0.01% 858
2019
Q4 		$298K Hold
2,125
– – 0.01% 890
2019
Q3 		$299K Hold
2,125
– – 0.01% 876
2019
Q2 		$287K Hold
2,125
– – 0.01% 889
2019
Q1 		$252K Hold
2,125
– – 0.01% 931
2018
Q4 		$198K Sell
2,125
-161
-7% -$17.1K 0.01% 970
2018
Q3 		$298K Hold
2,286
– – 0.01% 886
2018
Q2 		$286K Sell
2,286
-197
-8% -$23.3K 0.01% 883
2018
Q1 		$293K Sell
2,483
-228
-8% -$27.4K 0.01% 902
2017
Q4 		$320K Hold
2,711
– – 0.01% 858
2017
Q3 		$386K Hold
2,711
– – 0.02% 808
2017
Q2 		$373K Sell
2,711
-142
-5% -$19.5K 0.02% 817
2017
Q1 		$390K Hold
2,853
– – 0.02% 812
2016
Q4 		$337K Hold
2,853
– – 0.02% 837
2016
Q3 		$384K Buy
2,853
+500
+21% +$66.3K 0.02% 796
2016
Q2 		$302K Buy
2,353
+102
+5% +$12.4K 0.02% 817
2016
Q1 		$257K Hold
2,251
– – 0.02% 857
2015
Q4 		$251K Hold
2,251
– – 0.02% 849
2015
Q3 		$219K Hold
2,251
– – 0.02% 889
2015
Q2 		$219K Hold
2,251
– – 0.01% 938
2015
Q1 		$209K Buy
+2,251
New +$200K 0.01% 986

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ameritas Investment Partners's EFX Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Equifax (EFX) stake by 4.2% in Q2 2026, selling an estimated $7.67K and leaving 1,035 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Ameritas Investment Partners first reported a position in EFX in Q1 2015 and has held it in 46 quarters since. The position peaked at $468K in Q4 2021. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Ameritas Investment Partners held 1,035 shares of Equifax worth $164K as of Q2 2026.
  • Ameritas Investment Partners sold 45 Equifax shares in Q2 2026, an estimated $7.67K.
  • Equifax made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1527 holding.
  • Ameritas Investment Partners first reported a position in Equifax in Q1 2015 and has held it in 46 quarters since.
  • Ameritas Investment Partners's Equifax position peaked at $468K in Q4 2021.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.